Live Financial Events

Join us for expert-led live financial events that delve into cutting-edge strategies, financial behavior insights, and industry trends. Stay ahead with exclusive content crafted by seasoned professionals, equipping you with the tools to navigate the dynamic personal finance space.

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We are a full-service keynote speaking, instructor and consulting team catering to the financial service profession.

Bringing Science to the Art of Relationship

Virtual Event Virtual Event

Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in […]

Future Proof Your Practice

Virtual Event Virtual Event

This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight […]

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